Step 2: Connect Google Sheets

Pull client email data from the customer sheet after a new offer is detected.

1. Add Retrieve Client Sheet Data and connect it after AI Promo Copy Generator (as in the execution flow).
2. Set Document to 1kRRDSoJNzVQAUbunYzAk-KUBcMjhuUw0PydGjLbbEVg and Sheet to Sheet1.
3. Set Authentication to serviceAccount.
4. Credential Required: Connect your googleApi credentials.

Step 3: Set Up AI Promo Copy Generator

Configure the AI agent and its language model so it can generate promotional copy from the offer data.

1. Add AI Promo Copy Generator after Monitor Offer Sheet Changes.
2. Set Text to =You are an expert sales copywriter. Based on the provided offer data, generate a persuasive and emotionally engaging promotional message for WhatsApp or Email that motivates immediate customer action. 🎯 **Objective:** Encourage purchases by emphasizing value, benefits, urgency, and exclusivity with a detailed, impactful message. 📌 **Format Guidelines:** - Keep under 150 words. - Use short, readable lines for WhatsApp/email. - Include 3–5 well-placed emojis for visual appeal. - Write in a warm, enthusiastic, benefit-driven tone. - Use bold hooks, clear product benefits, urgency, and rewards. - Structure with multiple unordered lists (`<ul>`) for impact and readability. 📋 **Offer Data:** - Title: {{ $json.title }} - Discount: {{ $json.discount }} - Validity: {{ $json.validity }} - Products Included: {{ $json.products_included }} - Original Price: {{ $json.original_price }} - Discounted Price: {{ $json.discounted_price }} - Bonus Item: {{ $json.bonus }} - Call to Action: {{ $json.cta }} --- 📢 **Message Structure:** 1. Start with a catchy, energetic title using 1–2 emojis and {{ $json.title }}. 2. Hook with emotional language (e.g., “refresh your style,” “upgrade your look”). 3. State {{ $json.discounted_price }} vs {{ $json.original_price }} and {{ $json.discount }} as a steal. 4. List {{ $json.products_included }} in a `<ul>` with specific benefits (e.g., fabric, fit, usage). 5. Highlight bundle value in a second `<ul>` (e.g., quality, versatility, savings). 6. Present {{ $json.bonus }} as an exclusive gift with an emoji (e.g., 🎁). 7. Emphasize urgency with {{ $json.validity }} and “limited stock” using ⏳. 8. End with a motivational line and {{ $json.cta }} to create FOMO. --- 🧾 **Sample Output Format:** 🔥 LAST CHANCE: {{ $json.title }}! 🌞 Ready to refresh your style? Grab this **limited-time deal** curated for you! 💸 Only {{ $json.discounted_price }} ({{ $json.discount }} OFF {{ $json.original_price }}) — save big now! ✨ **What’s Included:** <ul> <li>👕 Stylish Shirt – breathable cotton for all-day comfort</li> <li>👔 Classic T-Shirt – perfect for any summer vibe</li> </ul> 🛍️ **Why You’ll Love It:** <ul> <li>✔️ Premium quality at a steal</li> <li>✔️ Versatile looks for any occasion</li> <li>✔️ Curated bundle, no guesswork</li> </ul> 🎁 **Exclusive Bonus:** {{ $json.bonus }} – yours free! ⏳ **Hurry!** Offer ends {{ $json.validity }}. Limited stock! 👉 Don’t wait – {{ $json.cta }} now to slay the season in style! --- ✅ **Notes:** - Make the message personal, warm, and engaging. - Avoid robotic or templated language. - Use `<ul>` for product details and benefits to enhance readability. - Ensure clear formatting with emojis, short lines, and emotional appeal. - Do not include notes or explanations in the output.
3. Add Llama Promo Chat Model and connect it as the language model for AI Promo Copy Generator with Model set to llama3.2-16000:latest.
4. Credential Required: Connect your ollamaApi credentials in Llama Promo Chat Model (the AI agent uses this model, so credentials are applied there).

Step 4: Configure Output and Email Assembly

Aggregate client emails, merge in AI output, and send the campaign email.

1. Add Assemble Email Payload after Retrieve Client Sheet Data.
2. Set JavaScript Code to const emails = items.map(item => item.json.Emial); return [ { json: { allEmails: emails.join(", "), output : $('AI Promo Copy Generator').first().json.output } } ]; .
3. Add Dispatch Client Email and connect it after Assemble Email Payload.
4. Set Send To to {{ $json.allEmails }}, Message to {{ $json.output }}, Subject to Offer, and Email Type to text.
5. Credential Required: Connect your gmailOAuth2 credentials.

Step 5: Test and Activate Your Workflow

Verify that the offer trigger generates AI copy, builds the recipient list, and sends emails correctly.

1. Click Execute Workflow and update a row in the offer sheet to simulate a change.
2. Confirm that AI Promo Copy Generator produces a formatted message and Assemble Email Payload outputs allEmails and output.
3. Check that Dispatch Client Email sends the email to the combined list.
4. Once successful, toggle the workflow to Active for production use.